Fairbank Investment Management Limited

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Assets, Funds, Holdings

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Fairbank Investment Management Limited
CRD #300753
SEC #801-115054
CIK #
AUM $189.6 M (2025-02-20)
Employees 9 (78% Investors, 0% Brokers)
Phone905-707-1991
Address7822 Yonge Street
Thornhill Ontario, Canada
Source [IAPD] [Website]
Total AUM ($M)
190152114763802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 59 90.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 35.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 17 63.1
(n) Other 0 0.0
Total 77 189.6
By Discretionary
Discretionary 77 189.6
Non-Discretionary 0 0.0
Total 77 189.6
By Non-United States Persons
Non-United States Persons 183.5
United States Persons 6.1
Total 77 189.6
Comparable Firms State AUM ($B)
Principia Wealth Advisory LLC
TX 0.2
Des Moines Investments LLC
IA 0.2
Copper Leaf Financial LLC
VT 0.2
Capital Asset Management LLC
CO 0.2
Paradigm Institutional Investors LLC
TX 0.2
Hager Investment Management Services LLC
NH 0.2
MIAI Inc
TX 0.2
Inman Jager Wealth Management LLC
MS 0.2
Copper Beech Financial Group LLC
NJ 0.2
Daniels & Erickson Financial Advisors LLC
TX 0.2
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